IFG Advisory’s iShares Global Clean Energy ETF ICLN Stock Holding History

IFG Advisory’s Portfolio ICLN Stock Details ICLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.56M	Buy	+76,132	New	+$1.58M	0.05%	341
2026 Q1	–	Sell	-57,547	Closed	-$945K	–	588
2025 Q4	$945K	Buy	+57,547	New	+$959K	0.04%	372

Other funds holding ICLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

IFG Advisory's ICLN Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Global Clean Energy ETF (ICLN) in Q2 2026: 76,132 shares worth $1.56M. The stake represents 0.05% of the portfolio and ranks #341 among its holdings. This is a return to the name: IFG Advisory previously reported a position in ICLN as recently as Q4 2025.

IFG Advisory first reported a position in ICLN in Q4 2025 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

IFG Advisory held 76,132 shares of iShares Global Clean Energy ETF worth $1.56M as of Q2 2026.
iShares Global Clean Energy ETF was a new IFG Advisory position in Q2 2026.
iShares Global Clean Energy ETF made up 0.05% of IFG Advisory's portfolio in Q2 2026, its #341 holding.
IFG Advisory first reported a position in iShares Global Clean Energy ETF in Q4 2025 and has held it in 2 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.